Accounting Apps for Salesforce: Closing the CRM-to-Finance Gap
If you run finance operations inside Salesforce, this gap becomes obvious quickly: your CRM holds every deal, contact, and product, but the moment an invoice needs to go out or a payment needs reconciling, teams switch to a separate tool. Apps for accounting in Salesforce exist to close that gap, ranging from native billing and e-invoicing suites to full general ledger systems and payment processing connectors.
That kind of switching has a real cost. Asana’s Anatomy of Work Index found that knowledge workers spend 60% of their time on “work about work,” including tasks such as searching for information, switching between apps, chasing status updates, and duplicated work. In a Salesforce finance process, this often shows up when sales, finance, and accounting teams move the same customer, product, invoice, or payment details between CRM, spreadsheets, banking tools, and accounting systems.
According to the SFApps.info State of AppExchange 2026 report, the Finance category lists over 400 apps as of late 2025, within a total marketplace of 6,233 apps. Many have zero reviews and limited documentation, which makes picking the right accounting software integrated with Salesforce harder than it should be.
Below, I reviewed 10 accounting apps for Salesforce on native integration depth, real user ratings, feature completeness, and pricing transparency. When specific financial tools for Salesforce are mentioned, the article links to their AppExchange (now AgentExchange) listings so readers can review the apps directly.
How We Selected Best Salesforce Accounting Apps
The apps in this list were selected based on the following criteria:
- Active listing on Salesforce AppExchange.
- Deep native integration or a well-maintained connector that keeps data inside the Salesforce ecosystem.
- Transparent pricing is published on the listing or the vendor website.
- Recent product updates, compatibility with supported Salesforce features, and clear vendor documentation.
- Real-world applicability for finance teams, sales operations, or accounting departments using Salesforce as their primary platform.
Table of Contents:
- 1. Finblick – Salesforce Accounting, Quote and E-Invoice Management
- 2. QB Sync Made Easy: Effortless QuickBooks Integration for Salesforce
- 3. IvyTek Finance: Loan Origination and Servicing
- 4. Stripe Virtual Terminal & Subscription Payments for Salesforce
- 5. millio | Truly native Salesforce banking
- 6. Oval – Accounting for Salesforce
- 7. Accountify.ai
- 8. LASER Financial Account Access
- 9. Invoice Generator
- 10. AccountsIQ – Cloud Accounting Integrated with Salesforce
- Choosing the Best Accounting Software for Salesforce
1. Finblick – Salesforce Accounting, Quote and E-Invoice Management
Overview:
Finblick, by Cloudwharf GmbH, is a Salesforce-native app for managing quotes, order confirmations, invoices, credit notes, and e-invoices directly in Salesforce. It supports document templates, approvals, tax logic, multi-currency, and multiple legal entities.
The app is especially relevant for companies working with European e-invoicing and German accounting processes, including XRechnung, ZUGFeRD, DATEV export, bank integration, and SEPA Direct Debit. Its main value is keeping sales and finance documents connected to Salesforce CRM data.
Key Features:
- Native quotes, order confirmations, invoices, and credit notes generated directly in Salesforce.
- E-invoicing support for ZUGFeRD and XRechnung.
- DATEV export for transferring accounting data to tax advisors.
- SEPA Direct Debit for automated payment collection.
- Self-billing for freelancer and partner settlement.
- Multi-entity and multi-currency support with automated VAT handling and account determination.
- Bank integration for payment reconciliation.
- Invoice payment reminders.
Benefits:
- Finance and sales teams work in one shared Salesforce environment, reducing duplicate data entry.
- E-invoicing support for XRechnung and ZUGFeRD helps companies create structured electronic invoices directly in Salesforce.
- DATEV export reduces manual preparation work when sharing accounting data with tax advisors.
- Self-billing, bank integration, and SEPA Direct Debit support partner settlement, payment tracking, and payment collection workflows.
Pricing: Finblick has role-based pricing for View-Only, Sales, and Finance users. Monthly plans start at €9/user/month, while paid add-ons such as DATEV, Banking, and Multi-Tenancy start at €29/company/month. A 30-day free trial is available. Discounts are available for nonprofits.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (6+ reviews)
Link: Finblick – Salesforce Accounting, Quote and E-Invoice Management on AppExchange
2. QB Sync Made Easy: Effortless QuickBooks Integration for Salesforce
Overview:
QB Sync Made Easy, by HIC Global Solutions, connects Salesforce with QuickBooks to help teams automate financial and accounting workflows between the two systems. The app supports bi-directional data syncing, real-time updates, invoice automation, custom data mapping, and dashboard visibility for QuickBooks-related financial records inside Salesforce.
It is designed for teams that want to reduce manual work between Salesforce and QuickBooks, keep accounting data more consistent, and improve visibility across invoices, payments, expenses, receivables, payables, and related financial activity.
Key Features:
- Bi-directional, real-time syncing between Salesforce and QuickBooks data.
- Support for QuickBooks Online, with syncing also described for QuickBooks Desktop data.
- Workflow automation for invoice creation and management, including invoice PDF sharing.
- Custom and automated data mapping.
- AI-powered duplicate deletion, smart cleanup, and semantic matching.
- Dashboards for sales, expenses, accounts payable, accounts receivable, invoices, and payments.
Benefits:
- Reduces manual work between Salesforce and QuickBooks by automating data sync and invoice workflows.
- Helps teams keep financial records, transactions, invoices, and accounting data more consistent across systems.
- Improves visibility into QuickBooks-related financial activity through dashboards and unified records in Salesforce.
Pricing: Free. QuickBooks Online subscription required separately.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 4.96 (27+ reviews)
Link: QB Sync Made Easy: Effortless QuickBooks Integration for Salesforce on AppExchange
Insight:
MuleSoft’s 2026 Connectivity Benchmark Report shows that financial services organizations use an average of 974 applications, with only 27% connected.
For Salesforce finance teams, this explains why accounting apps and finance connectors are often needed: the data is there, but it does not always move cleanly between systems.
3. IvyTek Finance: Loan Origination and Servicing
Overview:
IvyTek Finance, by IvyTek, Inc., is a Salesforce-based loan origination and servicing app designed to automate loan management workflows from application intake through underwriting, closing, funding, servicing, collections, and reporting. It supports different lending models, including single-payment loans, installment loans, revolving lines of credit, cash advances, and purchases on credit.
The app helps lending teams manage credit applications, automate approval workflows, calculate payment terms, monitor cash flow, track delinquency, and streamline collections from one Salesforce environment.
Key Features:
- Loan origination, underwriting, closing, funding, servicing, collections, and reporting workflows.
- Online credit applications from internal or external sources, including borrower portal uploads.
- Credit decisioning and verification features, with credit reporting from Experian, Equifax, or TransUnion.
- Loan calculation tools to help determine payment terms for borrowers.
- Collection workflow actions and delinquency monitoring.
- Integrated document management with compliance logging for customer touchpoints.
Benefits:
- Helps lending teams reduce manual entry across loan origination and servicing processes.
- Supports faster funding decisions by combining credit applications, decisioning, verification, and reporting in one platform.
- Gives teams better visibility into cash flow, collections, delinquency, CSR actions, dashboards, and reports.
Pricing: Starting at $750/user/month paid annually for 4 users. Discounts available for nonprofits. Paid trial available.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (6+ reviews)
Link: IvyTek Finance: Loan Origination and Servicing on AppExchange
4. Stripe Virtual Terminal & Subscription Payments for Salesforce
Overview:
Stripe Virtual Terminal & Subscription Payments for Salesforce, by Tech-N-Web, Inc., helps teams accept secure payments, manage invoices, and automate subscriptions directly in Salesforce Sales Cloud and Service Cloud. The app is designed to turn Salesforce into a central payment and billing hub, reducing the need to switch between platforms or manage separate payment tools.
It supports one-time payments, recurring billing, flexible invoicing schedules, and customizable subscription plans. Sensitive payment details are tokenized through Stripe, helping teams process repeat transactions securely without storing customer payment data in Salesforce.
Key Features:
- Secure payment processing directly inside Salesforce Sales Cloud and Service Cloud.
- Invoice management and automated invoice generation.
- Recurring billing, flexible invoicing schedules, and customizable subscription plans.
- Stripe tokenization for sensitive customer payment data.
- Support for one-time payments and high-volume subscription operations.
- Automated payment collection and billing schedules.
Benefits:
- Helps sales and service teams collect payments without leaving Salesforce.
- Reduces manual payment and invoicing steps, helping teams accelerate revenue collection.
- Supports secure repeat transactions while helping maintain PCI-compliant payment processing.
Pricing: Starts at $47/company/month. Free trial available for 15 days
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (1+ reviews)
Link: Stripe Virtual Terminal & Subscription Payments for Salesforce on AppExchange
5. millio | Truly native Salesforce banking
Overview:
millio, by cloudworx GmbH, is a Salesforce-native online banking app that brings banking activities directly into Salesforce. It integrates bank accounts from Germany and Austria into the Salesforce interface, helping teams monitor accounts, log transactions to Salesforce records, initiate transfers and direct debits, and analyze account activity with Salesforce reporting tools.
The app is designed for teams that want to manage billing and payment processes in Salesforce, especially those already using Salesforce Billing and looking for a banking layer to support invoicing and incoming payments.
Key Features:
- Multibanking for managing multiple German and Austrian bank accounts in one Salesforce interface.
- Overview of incoming and outgoing bank transactions directly in Salesforce.
- Payment matching by filtering transactions and matching them to specific Salesforce records.
- Money transfers and direct debits initiated from Salesforce.
- Option to create transfers and direct debits individually or through automation.
- Cash flow filtering, aggregation, analysis, and reporting using Salesforce reporting tools.
Benefits:
- Helps finance teams manage banking activities without leaving Salesforce.
- Improves visibility into cash flow by centralizing bank accounts and transactions in one interface.
- Supports billing and payment processes by connecting invoices, incoming payments, transfers, and direct debits inside Salesforce.
Pricing: EUR 140/user/month. Discounts are available for nonprofits.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (8+ reviews)
Link: millio | Truly native Salesforce banking on AppExchange
6. Oval – Accounting for Salesforce
Overview:
Oval Accounting, by Audit9, is a lightweight and flexible accounting solution designed for Salesforce. It provides a native accounting engine based on double-entry bookkeeping principles and supports multi-entity, multi-currency, and multi-dimensional accounting.
The app is designed to work with Salesforce point-and-click configuration tools and can support integration use cases, such as converting CRM records into coded journals for ERP systems. Oval also includes AI-powered Agentforce Accounting Agent Actions to improve accounting efficiency and accuracy.
Key Features:
- Unified ledger accounting engine based on double-entry bookkeeping.
- Multi-entity, multi-currency, and multi-dimensional accounting.
- Accounting journals, financial transactions, and financial year/period close.
- Tax rules, tax reporting, revenue recognition, and bank reconciliation with bank rules.
- Standards-based APIs and Platform Actions for integrations.
- Real-time reporting with Financial 360 for customers and suppliers.
Benefits:
- Helps teams manage accounting logic natively in Salesforce while keeping data inside the Salesforce instance.
- Supports flexible accounting structures for companies with multiple entities, currencies, projects, or reporting dimensions.
- Improves reporting visibility with real-time financial measures and customer/supplier financial views.
Pricing: Starts at £20 GBP/user/month (USD and EUR pricing available). Pricing is calculated by licensed User, a minimum limit may apply. Volume discounts and bundle pricing is available. Discounts are available for nonprofits.
Rating: No ratings yet
Link: Oval – Accounting for Salesforce on AppExchange
Insight:
The best accounting tool Salesforce integration strategies is prioritize native data residency over connector complexity.
Apps that store and process financial data directly in Salesforce objects eliminate a full class of sync errors, data lag, and security review overhead.
When evaluating Salesforce accounting automation tools, ask the vendor: does this run inside our Salesforce org or does it talk to an external database?
The answer shapes your integration risk, your data governance posture, and your long-term support cost.
7. Accountify.ai
Overview:
Accountify.ai, by Arka BizApps INC, is an AI-powered accounting solution built natively on Salesforce. It brings accounting workflows and CRM data together to help automate financial tasks, simplify reconciliations, generate reports, and provide real-time financial insights.
The app focuses on accounts receivable automation, accounts payable automation, invoice processing with OCR and AI, transaction categorization, and AI-powered bank reconciliation.
Key Features:
- Accounts receivable automation for invoicing, payment tracking, and collections.
- Accounts payable automation using OCR and AI to capture, process, and categorize invoices.
- AI-powered bank reconciliation that matches bank transactions with accounting records.
- Automated transaction categorization and report generation.
- Real-time insights into financial performance.
- Native Salesforce interface and integration with Salesforce workflows.
Benefits:
- Reduces manual accounting work across invoicing, payment tracking, invoice processing, and reconciliations.
- Improves accuracy by using AI and OCR to capture, categorize, and match financial data.
- Helps teams make faster financial decisions with real-time reporting and actionable insights.
Pricing: Starts at $3,999 USD/company/year. Free trial available for 15 days.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (1+ reviews)
Link: Accountify.ai on AppExchange
8. LASER Financial Account Access
Overview:
LASER Financial Account Access, by LASER Accuracy, LLC, connects Salesforce with Plaid to help teams access consumer-permissioned bank and income data. It is designed for lending and credit workflows where borrowers need to authenticate their accounts and share financial information quickly.
The app allows users to request Plaid authorization directly from Salesforce by email or automate the authorization step from a website. After authorization, teams can download Plaid reports, view bank statements, transaction history, balances, deposits, NSFs, average balances, and other account details inside Salesforce.
Key Features:
- Open Banking API access to real-time verified consumer bank data.
- Borrower account authentication through Plaid authorization.
- Access to bank statements, transaction history, historical balances, and current or available balances.
- Downloadable Plaid reports with bank statements, historical transactions, and related financial data.
- Custom Salesforce component for viewing aggregated account information by account type.
- Option to re-authenticate and retrieve updated financial information.
Benefits:
- Helps lending teams gather applicant financial data faster for credit decisioning.
- Reduces manual document collection and manual data entry.
- Gives teams access to borrower financial details, such as balances, deposits, NSFs, and transaction history, directly in Salesforce.
Pricing: $299 USD/company/month. $199 USD/company/month for nonprofits. Free trial available for 7 days.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (1+ reviews)
Link: LASER Financial Account Access on AppExchange
9. Invoice Generator
Overview:
Invoice Generator, by Hitteps LTD, is a free Salesforce app for creating branded PDF invoices directly from Salesforce data. It is designed for teams that need a simple way to generate invoices without external connectors, sync tools, hidden costs, or usage limits.
The app lets users create invoices from Opportunities, Orders, or the Invoice tab in just a few clicks. It supports company logos, line items, tax calculation, account information, thank-you notes, and addresses, all within Salesforce.
Key Features:
- PDF invoice generation directly from Salesforce data.
- Invoice creation from Opportunities, Orders, or the Invoice tab.
- Company logo support for branded invoices.
- Line item management and tax calculation.
- Automatic retrieval of account information, thank-you notes, and addresses.
- No external connectors or sync tools.
Benefits:
- Gives teams a free and simple way to create professional invoices in Salesforce.
- Reduces manual invoice preparation by using existing Salesforce data.
- Keeps the invoice creation process inside Salesforce, without relying on external sync tools.
Pricing: Free.
Rating: ⭐ ⭐ ⭐ ⭐ ⭐ 5.0 (1+ reviews)
Link: Invoice Generator on AppExchange
10. AccountsIQ – Cloud Accounting Integrated with Salesforce
Overview:
AccountsIQ is a cloud accounting platform built for multi-entity businesses. It helps finance teams automate accounting processes, connect Salesforce CRM and accounting data, and improve business intelligence across growing organizations.
The platform is designed for mid-market companies that need multi-company, multi-currency accounting, consolidated management reporting, workflow approvals, and multi-dimensional analysis. AccountsIQ also provides API and integration services, with implementation typically taking 4 to 12 weeks.
Key Features:
- Cloud accounting for multi-company and multi-currency businesses.
- Group consolidated management reporting.
- Multi-dimensional analysis.
- Workflow approval.
- Comprehensive API and integration services.
- ISO 27001 certification and CPD-accredited learning academy.
Benefits:
- Helps multi-entity businesses centralize accounting processes and reporting.
- Supports better financial visibility through consolidated management reporting and business intelligence.
- Gives growing companies a scalable cloud accounting platform with integration options for Salesforce CRM data.
Pricing: €50 EUR/user/month. Discounts are available for nonprofits.
Rating: No ratings yet
Link: AccountsIQ – Cloud Accounting Integrated with Salesforce on AppExchange
Choosing the Best Accounting Software for Salesforce
The ten tools listed here represent different strategies for bringing finance workflows closer to Salesforce. Native or Salesforce-based apps like Finblick, Oval Accounting, and millio let teams manage accounting, billing, banking, or financial processes directly in the Salesforce interface, which can reduce the need to move between separate systems. Integration-focused tools like QB Sync Made Easy and AccountsIQ are better suited for businesses that already rely on QuickBooks or a dedicated cloud accounting platform and want Salesforce CRM data connected with their finance workflows.
Quick Recap: Top Salesforce Accounting Apps
Here is a quick recap of Salesforce accounting solutions, which we have looked at in this article:
- Finblick – Native Salesforce accounting app for quotes, invoices, e-invoicing, DATEV export, SEPA direct debit, and payment reconciliation.
- QB Sync Made Easy – Salesforce and QuickBooks integration for real-time syncing, invoice workflows, data mapping, cleanup, and financial dashboards.
- IvyTek Finance – Loan origination and servicing app for underwriting, funding, collections, reporting, and borrower financial workflows.
- Stripe Virtual Terminal – Salesforce payment and billing app for secure payments, invoices, subscriptions, recurring billing, and Stripe tokenization.
- millio – Native Salesforce banking app for German and Austrian bank accounts, transaction matching, transfers, direct debits, and cash flow reporting.
- Oval Accounting – Lightweight Salesforce accounting engine with unified ledger, journals, period close, tax rules, reconciliation, and real-time reporting.
- Accountify.ai – AI-driven Salesforce accounting app for AR, AP, OCR invoice processing, transaction categorization, and bank reconciliation.
- LASER Financial Account Access – Plaid-powered financial data app for borrower authentication, bank statements, balances, transactions, and credit decisioning.
- Invoice Generator – Free Salesforce app for creating branded PDF invoices from Opportunities, Orders, or the Invoice tab.
- AccountsIQ – Cloud accounting platform for multi-entity businesses with consolidated reporting, workflow approvals, APIs, and Salesforce CRM integration options.
Overall, the best choice depends on where your finance processes should live. Some teams will prefer native Salesforce apps that keep accounting, billing, or banking workflows close to CRM data. Others will need connectors that link Salesforce with an existing accounting system. The right option depends on your current finance stack, reporting needs, and how much accounting logic you want to manage inside Salesforce.
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